Skip to content
Tuesday, November 03, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

Author: therealheisenberg

There’s A ‘Big Problem’ In Emerging Market Liquidity And Here It Is…

June 15, 2018

(Back) down the liquidity rabbit hole.

Read More

1 Comment on There’s A ‘Big Problem’ In Emerging Market Liquidity And Here It Is…

Trump Literally Wanders Out Onto White House Lawn To Talk To Fox & Friends, ‘Covfefe’ Ensues

June 15, 2018June 15, 2018

“When Kim speaks, his people stand up at attention, I want my people to do the same.”

Read More

9 Comments on Trump Literally Wanders Out Onto White House Lawn To Talk To Fox & Friends, ‘Covfefe’ Ensues

We’re Gonna Need More Chocolate Cake: Trump Touts ‘Great Friendship’ With Xi In Official China Tariff Announcement

June 15, 2018June 15, 2018

“Great friendship”.

Read More

4 Comments on We’re Gonna Need More Chocolate Cake: Trump Touts ‘Great Friendship’ With Xi In Official China Tariff Announcement

‘Trump Mad, Trump Smash’: It’s Back To April As U.S. Seen Targeting Another $100 Billion Of Chinese Goods In ‘Second Wave’

June 15, 2018June 15, 2018

Because “fuck ’em”, that’s why!

Read More

2 Comments on ‘Trump Mad, Trump Smash’: It’s Back To April As U.S. Seen Targeting Another $100 Billion Of Chinese Goods In ‘Second Wave’

‘Draghi Delivers His Classic’: One Bank’s Take On The ECB And How To Trade It

June 14, 2018

Dovish rabbit out of a hawkish hat.

Read More

1 Comment on ‘Draghi Delivers His Classic’: One Bank’s Take On The ECB And How To Trade It

Trump Approves Tariffs On $50 Billion In Chinese Goods, Escalating Trade War

June 14, 2018June 14, 2018

Now wait for the imminent retaliation from Beijing.

Read More

1 Comment on Trump Approves Tariffs On $50 Billion In Chinese Goods, Escalating Trade War

When Doves Try.

June 14, 2018June 14, 2018

This is what it sounds like.

Read More

Leave a Comment on When Doves Try.

Just When Bitcoin Bulls Thought It Couldn’t Possibly Get Any Worse, Steve Bannon Showed Up

June 14, 2018June 14, 2018

“Mr. Bannon won’t reveal very much about his cryptocurrency plans — he worries that the controversy that comes with his name could have a bad impact on projects just getting off the ground.”

Read More

Leave a Comment on Just When Bitcoin Bulls Thought It Couldn’t Possibly Get Any Worse, Steve Bannon Showed Up

New York Sues Trump, Ivanka, Don Jr, Eric Because It Turns Out Their Charity Was An Illegal Personal ‘Checkbook’ (Allegedly)

June 14, 2018June 14, 2018

“…willful self-dealing transactions, and failure to follow basic fiduciary obligations or to implement even elementary corporate formalities required by law.”

Read More

1 Comment on New York Sues Trump, Ivanka, Don Jr, Eric Because It Turns Out Their Charity Was An Illegal Personal ‘Checkbook’ (Allegedly)

Draghi Sticks Impossible Dismount, Puts Dovish Spin On QE Expiration Date While Simultaneously Adopting Date-Based Rates Guidance

June 14, 2018June 14, 2018

Well, say what you will about the relative merits of Jerome Powell’s “plain English” approach to press conferences, but Mario Draghi just delivered a clinic in how to do this “right.”

Read More

3 Comments on Draghi Sticks Impossible Dismount, Puts Dovish Spin On QE Expiration Date While Simultaneously Adopting Date-Based Rates Guidance

Trump Says 110-Year-Old Parents Of Korean POWs Asked Him To Bring Their Sons Home – Frederick Douglass To Lead Effort

June 14, 2018

“When you can, we’d love our son to be brought back home — you know, the remains.”

Read More

12 Comments on Trump Says 110-Year-Old Parents Of Korean POWs Asked Him To Bring Their Sons Home – Frederick Douglass To Lead Effort

ECB Announces September Taper, Will End QE In December, Rates To Remain On Hold Until Summer 2019

June 14, 2018June 14, 2018

And there it is, folks. At least you’ll get €15 billion/month through December and a commitment to keep rates on hold through next June.

Read More

Leave a Comment on ECB Announces September Taper, Will End QE In December, Rates To Remain On Hold Until Summer 2019

China Suddenly Not So Trigger-Happy When It Comes To Calling The Fed

June 14, 2018

The prospect of punishing tariffs isn’t helping matters.

Read More

1 Comment on China Suddenly Not So Trigger-Happy When It Comes To Calling The Fed

Here’s What Wall Street Thinks About The Fed’s ‘Hawkish’ Hike

June 13, 2018June 13, 2018

Probably more than you wanted to know, but hey: “more cowbell”, right?

Read More

3 Comments on Here’s What Wall Street Thinks About The Fed’s ‘Hawkish’ Hike

Say It Ain’t So! Sarah Huckabee Sanders Said Planning Exit From Trump Administration

June 13, 2018June 13, 2018

But who will lie to us now?!

Read More

1 Comment on Say It Ain’t So! Sarah Huckabee Sanders Said Planning Exit From Trump Administration

‘Plain English’.

June 13, 2018June 13, 2018

Do you speak it?!

Read More

2 Comments on ‘Plain English’.

‘China Could Be A Little Bit Upset’: Trump Ready To Slap Xi With Tariffs As Soon As Friday

June 13, 2018

“They understand what we are doing.”

Read More

1 Comment on ‘China Could Be A Little Bit Upset’: Trump Ready To Slap Xi With Tariffs As Soon As Friday

Fed Hikes: New Dot Plot, Projections, Red Line, Analysis

June 13, 2018

And without further ado…

Read More

3 Comments on Fed Hikes: New Dot Plot, Projections, Red Line, Analysis

Somebody Is Betting $75 Million On A Bond Rally – Is It You? Fess Up

June 13, 2018

Someone has to be wrong.

Read More

Leave a Comment on Somebody Is Betting $75 Million On A Bond Rally – Is It You? Fess Up

Michael Cohen Said Ready To Cooperate With Feds In Egregious Blow To Trump’s ‘Beleaguered’ Legal Team

June 13, 2018June 13, 2018

WITCH HUNT!

Read More

2 Comments on Michael Cohen Said Ready To Cooperate With Feds In Egregious Blow To Trump’s ‘Beleaguered’ Legal Team

‘The Party Is Still Going’: Why One Bank Sees 2,900 For The S&P By Year-End

June 13, 2018

I’m not sure it qualifies as a “bold” call, but it is “a” call.

Read More

1 Comment on ‘The Party Is Still Going’: Why One Bank Sees 2,900 For The S&P By Year-End

Donald Trump Will Always Be An ‘Alpha Dog’ To Morgan Ortagus, No Matter How Many Porn Stars Spank Him

June 13, 2018

Oh, dear lord.

Read More

Leave a Comment on Donald Trump Will Always Be An ‘Alpha Dog’ To Morgan Ortagus, No Matter How Many Porn Stars Spank Him

What Wall Street Expects From The Fed

June 13, 2018

Calibrate your expectations accordingly.

Read More

1 Comment on What Wall Street Expects From The Fed

‘Good, Truth-Loving Soul’ Jeff Gundlach Thinks We’re All On A ‘Suicide Mission’

June 12, 2018June 12, 2018

Throws up hands.

Read More

Leave a Comment on ‘Good, Truth-Loving Soul’ Jeff Gundlach Thinks We’re All On A ‘Suicide Mission’

Of Liquidity, Fragility, HFTs And ETFs: One Bank Takes You On A ‘Flash Crash Course’

June 12, 2018June 12, 2018

Down the rabbit hole…

Read More

3 Comments on Of Liquidity, Fragility, HFTs And ETFs: One Bank Takes You On A ‘Flash Crash Course’

Paul Tudor Jones Has Been Reading Marx Again

June 12, 2018June 12, 2018

Read More

Leave a Comment on Paul Tudor Jones Has Been Reading Marx Again

Give Peace (And Quiet) A Chance

June 12, 2018June 12, 2018

Holding pattern as market awaits the Fed.

Read More

Leave a Comment on Give Peace (And Quiet) A Chance

Posts pagination

Previous 1 … 538 539 540 … 756 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • WeeblesWobble (ButTheyDon'tFallDown) on Apple Sets A Bunch Of Records. Misses In China
  • Xeger on The Arbitrageur
  • Rizzo Jonez on Apple Sets A Bunch Of Records. Misses In China
  • WMD on Sell-Side Sarcasm: New And Improved!

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.